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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,667 | $124,330-11.8% | $109,173+0.5% | $167,536-34.5% |
| Participation rate | 63.2% | 79.5%-16.3pp | 75.9%-12.7pp | 82.1%-19.0pp |
| Annual return | 13.47% | 26.04%-12.6pp | 25.75%-12.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $587 | $4,209-86.1% | $3,723-84.2% | $4,839-87.9% |
| Participant deferral / active EE | $3,133 | $5,256-40.4% | $4,654-32.7% | $6,342-50.6% |
| Admin fee / account holder | $15,940 | $7,974+99.9% | $6,755+136.0% | $12,315+29.4% |